26.DEC.2020 DD QD (Qudian)

 Website: Qudian Inc.

Qudian is a leading technology platform empowering the enhancement of online consumer finance experience in China. The Company's mission is to use technology to make personalized credit accessible to hundreds of millions of young, mobile-active consumers in China who need access to small credit for their discretionary spending but are underserved by traditional financial institutions due to lack of traditional credit data or high cost of servicing. 

Market Cap: 234M

Free Float: 190M

Positive cash flow (EPS 0.33$ and growing) and ridiculous low forward P/E (TTM)

Recent NEWS:

Qudian to make strategic investment in Secoo of up to $100 million

Mr. Min Luo, Founder, Chairman and Chief Executive Officer of Qudian. "Our partnership will bring value to both Secoo and our Wanlimu platform, launched earlier this year, and also establish a good foundation for a better user experience for our customers. We believe this strategic investment in Secoo will fuel opportunities for expansion and success on both platforms."

Qudian launched independet app for "Children's education"

Ten months after the launch of luxury e-commerce "wanlimu", Qudian tried a new scene again: Children's education. In addition to the launch of the independent app "wanlimu children" in recent days, it will also open an offline store integrated with training paradise. At present, the first one in Xiamen, where the headquarters of qudian is located, has been renovated and will open soon. At present, the children's education business of qudian is mainly implemented by the former wanlimu team. Only a few people are left to do maintenance on the wanlimu platform, and most of the others are engaged in new projects. The project was launched around August this year with the goal of "building the largest and most comprehensive children's quality education complex in China."

Expected PR/NEWS: 

(Secoo to Report Q3 2020 Financial Results on Monday, December 28, 2020)

(Qudian Inc. to Hold 2020 Annual General Meeting on December 30, 2020)

1.Update on "Childrens education" and how to "building the largest and most comprehensive children's quality education complex in China."

2,NEWS on project initiation for company’s NEW VENTURES among EDUCATION, TOY, and E-SPORTS MARKETS.

Source: Linkedin

3. Update Secoo Holding Limited to Report Third Quarter 2020 Financial Results on Monday, December 28, 2020 

Qudian income Statment Q3 EPS starts to increase again after the Covid-19 pandemic.

Diluted EPS (in RMB)   = 2.16¥

Diluted EPS (in USD)    = 0.33$

Still BIG DATA is worth Millions/Billions/Trillions of $$$

E-Sports / Delivery / Live Streaming / E-Commerce (Wanlimu)

AI + Machine learning

Website: Wanlimu

Wanlimu has also invested heavily in other sales & marketing campaigns.

Celebrity marketing was also a key part of Wanlimu's success. In May, the platform worked with five top-profile actors and actresses, including Zhao Wei and Huang Xiaoming, to promote the platform. Each of them has over 40 million followers on Weibo. 

During China's Labor Day holiday in May, Wanlimu set up a livestreaming session with all five of them on Douyin/Tiktok, generating over 130 million views. 

Working with such celebrities adds further to the entertainment aspect of e-commerce; customers aren't just looking to purchase items but also for a form of entertainment. Hiring China's A-list celebrities is one way to gain quick traction as a newcomer to the indudstry. 

Website: Secoo

Recent Developments 

1. Since the beginning of the second quarter of 2020, Secoo has expanded direct collaborations with 148 brands. All the top brands in collaborations with Secoo continued to sign up with Secoo in order to gain access to the enormous consumer demand for luxury goods in China during the global pandemic.

 2. The Company also remains dedicated to deepening collaborations with top luxury brands in more creative and effective promotional events. For examples, Secoo teamed up with Miu Miu and Giuseppe Zanotti to launch “Brand Week” marketing campaigns across Secoo platform. Also, Secoo and Roger Vivier jointly launched a love-themed promotional event during the quarter. These bespoke online events are well tailored to luxury fashion’s digital transformation trend. 

3. In July 2020, Secoo held its annual “707” anniversary campaign for the twelfth consecutive year. With a focus on bolstering Secoo membership, this year’s anniversary campaign presented a series of promotional events featuring Secoo’s top luxury brands.

4. Recently, Secoo established a collaboration with Artemest, an e-commerce platform specializing in handmade products that are crafted by exceptional artisans in Italy. Artemest recently opened its official online flagship store on Secoo, further expanding Secoo’s high-end premium lifestyle offerings.